See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,652 | $71,883-12.8% | $86,677-27.7% | $68,494-8.5% |
| Participation rate | 97.1% | 72.2%+24.8pp | 76.6%+20.5pp | 67.9%+29.2pp |
| Annual return | -18.96% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,042 | $2,173+40.0% | $2,836+7.3% | $2,596+17.2% |
| Participant deferral / active EE | $3,919 | $3,779+3.7% | $4,656-15.8% | $4,027-2.7% |
| Admin fee / account holder | $3,766 | $6,112-38.4% | $7,493-49.7% | $5,403-30.3% |